Barbara S. Camaglia

LEGACY FINANCIAL ADVISORS

Solon, OH

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CRD#: 1127424

Professional summary

Barbara Stern Camaglia, CFP®, who also goes by Barbara S. Camaglia, Barbara Lynn Stern, is a registered financial advisor currently at LEGACY FINANCIAL ADVISORS, LLC located in Solon, Ohio.

Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Barbara has worked at 2 firms and has passed the Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barbara S. Camaglia | Barbara Lynn Stern

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I HAVE BEEN PROVIDING SUPERVISORY, ACCOUNTING & FINANCIAL SERVICES TO INDUSTRIAL CHEMICAL CORPORATION and its subsidiary, Custom-Pak, Inc. I AM EFFECTIVELY ACTING AS CONTROLLER OR ASSISTANT CONTROLLER OF THE COMPANY. Due to Covid19 and the retirement of a key department head, I am working more hours as needed but also continue to serve my clients' needs at Legacy Financial Advisors LLC by working longer hours. THE BUSINESS IS LOCATED AT 885 W. SMITH ROAD, MEDINA, OH 44256

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barbara Stern Camaglia's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

February 17, 2004 - Present

LEGACY FINANCIAL ADVISORS, LLC

Office #2: 3401 Enterprise Parkway Suite 340, Beachwood, OH 44022

RIA

CRD#: 130350

Solon, OH

Past

May 16, 1983 - November 21, 1983

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/17/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 22

Date: 7/8/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 5/13/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEGACY FINANCIAL ADVISORS, LLC

LEGACY FINANCIAL ADVISORS | LEGACY FINANCIAL ADVISORS,LLC | LEGACY FINANCIAL ADVISORS, LLC

CRD#: 130350 / SEC#:

Ohio

Registered Investment Advisory firm - (2/13/2004 Approved)

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Contact information

Main Address

Solon, OH

Mailing Address

37365 Cherrybank Drive, Solon, OH 44139

Phone number

(216) 571-6711

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Barbara S. Camaglia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barbara Stern Camaglia's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY FINANCIAL ADVISORS, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 22

Date: 7/8/1983

Series 6

Date: 5/13/1983

Current Firm

LEGACY FINANCIAL ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

LEGACY FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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